We Provide Tax-Efficient Retirement Planning and Investment Management

A fee-only company

who doesn’t earn commissions

Independent advisory firm

with no proprietary products

A fiduciary advisor

who always acts in your best interest

Why Work With Us

We care about your financial success and have built our firm around helping you build an enjoyable retirement. Our firm makes it simple to earn your trust.

Partner with Behl Wealth Management for a personalized financial plan for your retirement

When you work with us, your plan includes:

  • Personalized advice any time you need it
  • Recommendations to minimize taxes paid over your lifetime
  • Peace of mind that you are on track for your goals
  • Strategies to maximize your Social Security and pension
  • An income strategy you won’t outlive
  • Freedom to give generously to loved ones or charities

Schedule an Introductory Call

    Behl Wealth Management’s Financial Planning Process

    Schedule your free introductory call.

    We’ll discuss your retirement goals.

    We work together to create your financial plan.

    We’ll help you implement the strategies.

    Look forward to your retirement!

    Enjoy peace of mind with worry-free management.

    Our Comprehensive Financial Planning Includes:

    Tax Planning

    Multi-year strategic planning to minimize taxes over the course of your lifetime.

    Withdrawal Strategy

    Coordinate withdrawals from all types of accounts with your pensions, social security, and other income sources.

    Retirement Planning

    A detailed strategy to map out your path and stress test the results using cutting edge technology.

    Estate Planning

    Ensure you have the right documents in place that reflect your wishes and intent for the next generation.

    Education Planning

    Strategies and planning to reach your goals for your children and grandchildren.


    Customized investment advice tailored to your risk tolerance and goals, with a focus on risk-adjusted returns.

    As Seen In

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    Meet The Team

    Image of Brian Behl, CFP®, CRPC®

    Brian Behl, CFP®, CRPC®

    Founder & Financial Planner

    Image of Andrew Polzin, CFP®

    Andrew Polzin, CFP®

    Associate Advisor

    Image of Kristopher Sharpe

    Kristopher Sharpe

    Chief Compliance Officer & Director of Operations

    Our Professional Associations

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